SFC

SYM Financial Corp Portfolio holdings

AUM $893M
1-Year Est. Return 14%
This Quarter Est. Return
1 Year Est. Return
+14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
+$1.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$368K
2
+$351K
3
+$305K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$303K
5
YYY icon
Amplify CEF High Income ETF
YYY
+$297K

Top Sells

1
+$7.14M
2
+$384K
3
+$375K
4
AAPL icon
Apple
AAPL
+$288K
5
DD icon
DuPont de Nemours
DD
+$234K

Sector Composition

1 Materials 44.02%
2 Technology 1.47%
3 Healthcare 0.78%
4 Financials 0.53%
5 Consumer Staples 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$303K 0.2%
+2,415
27
$302K 0.2%
12,808
28
$298K 0.2%
1,745
29
$297K 0.2%
+16,661
30
$294K 0.19%
+3,950
31
$272K 0.18%
+2,981
32
$266K 0.18%
44,424
+500
33
$244K 0.16%
3,500
+36
34
$243K 0.16%
1,670
35
$241K 0.16%
1,997
+164
36
$240K 0.16%
981
+121
37
$240K 0.16%
6,054
+891
38
$232K 0.15%
4,731
39
$231K 0.15%
3,846
40
$223K 0.15%
573
41
$219K 0.14%
968
-50
42
$213K 0.14%
+1,705
43
$180K 0.12%
2,863
44
$174K 0.11%
1,552
+150
45
$168K 0.11%
3,906
46
$162K 0.11%
1,929
+1,528
47
$158K 0.1%
+1,459
48
$156K 0.1%
5,010
-1,319
49
$156K 0.1%
1,370
50
$138K 0.09%
2,421
+358
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